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iShares Morningstar US Equity ETF

100 hedge funds and large institutions have $222M invested in iShares Morningstar US Equity ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

13.72% less ownership

Funds ownership: 118.46%104.74% (-14%)

43% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 40

Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
76
$73K
77
$56K
78
$50K
79
$49K
80
$44K
81
$42K
82
$36K
83
$35K
84
$35K
85
$30K
86
$26K
87
$24K
88
$20K
89
$17K
90
$13K
91
$13K
92
$11K
93
$11K
94
$8K
95
$8K
96
$7K
97
$6K
98
$5K
99
$3K
100
$1.72K